Expert Speakers Include:

Sean McGing

Director at McGing Advisory & Actuarial

Sean runs his personal consulting firm “McGing Advisory & Actuarial” in Melbourne. Previously Sean was a partner at Ernst & Young, founded and grew a mid size actuarial consultancy Askit Consulting, and worked for big and small consulting firms and corporates.

Kyle Ringrose

Principal, Athena IOC

Following retirement from full time work as Head of Investment Operations at QSuper Kyle is available for short term financial services consulting opportunities, particularly in the superannuation industry. Kyle is keen to help other organisations leverage his skills and experience.

Dr. David Knox

Senior Partner, Mercer

Dr Knox, the national leader of Mercer’s research practice, has enjoyed an extensive career across the financial services and academic sectors including roles as Foundation Professor of Actuarial Studies and Director of the Centre of Actuarial Studies at the University of Melbourne; independent Board member of the Australian Prudential Regulation Authority (1998 to 2003); and President of the Institute of Actuaries of Australia (2000).

Nick Callil

Head of Post retirement solutions, Willis Towers Watson

With more than 27 years experience, Nick has consulted to a wide range of major funds, fund managers, corporates and employers in the public, corporate and industry fund sectors. Nick is a Fellow of the Institute of Actuaries of Australia and is a member of the Association of Superannuation Funds of Australia (ASFA)’s Super System Design Policy Council.

Raewyn Williams

Managing Director Research, Parametric

Ms. Williams is responsible for setting the Australian research agenda in Australia. Prior to joining Parametric, Raewyn was Director, After-Tax Investment Strategies at Russell Investments.

Stephen Huppert

Head of Product Innovation, Trustee Partners

Stephen has over 25 years’ experience in Superannuation, Wealth Management and Life Insurance. Prior to joining Trustee Partners he was at Askit Consulting, Ernst & Young, and most recently as a partner at Deloitte and is a Fellow of the Institute of Actuaries of Australia.

Don Hamson

MD, Plato Investment Management

Experienced investment manager specialising in the management of Australian equity portfolios with a particular focus on after tax investing for Australian investors, particularly pension phase superannuation and charities.

Wade Matterson

Wade is a principal, senior consultant and the leader of Milliman’s Australian Financial Risk Management practice. He joined the firm in 2004 and is responsible for product development and risk management for clients throughout the Asia-Pacific region.

Patricia Pacuzzo

CEO, Founder and Executive Director, Committee for Sustainable Retirement Incomes, CSRI

With a unique balance of public and private sector perspectives, Patricia has advised major government funds, sovereign wealth, pension and superannuation funds, and has been at the forefront of the rapid development of this sector.

Aaron Minney

Head of Retirement Income Research, Challenger

An experienced investment strategist who focuses on finding investment solutions for clients and end investors by understanding and meeting their needs. An effective communicator who uses economic and quantitative analysis to develop and implement portfolio management solutions.

Benedict Davies

Manager, Industry and Public Policy, Unisuper

Experienced economist, writer & speaker on superannuation, pensions, retirement, ageing, tax and transfers policy.

Ian Lorimer

Head of Product, Unisuper

Ian Yates

CEO, COTA

Ian serves on a wide variety of federal government and aged care sector national bodies. He is a member of the Federal Government’s Aged Care Financing Authority, Aged Care Sector Committee, Aged Care Quality Advisory Council and Private Health Insurance Ministerial Advisory Council.

Matthew Hopkins

Sr. Portfolio Manager, AMP Capital Income Generator & AMP Capital Multi Asset Fund

Matthew chairs the working group for the Multi-Asset Fund and is responsible for portfolio construction, risk management, research and hedging. Matthew also participates in a wider variety of client related investment solutions for the Multi-Asset Group.

Nick Sherry

Chairman, APAC FNZ

Nick is a former Senator and Minister for Superannuation with more than 25 years involvement in the Australian superannuation and financial services sector. He has a vast range of experience with all aspects of the Australian system.

Ian Beckett

Principal Adviser, Retirement Income Policy Division, Fiscal Group, The Treasury

David Bell

CEO, Mine Wealth and Wellbeing

David is the Chief Investment Office of Mine Wealth and Wellbeing Super Fund which has assets around $9b. In this role David is responsible for all investment activities and leads the focus on retirement outcomes.

Damien Mu

CEO, AIA

With over 18 years’ experience in the financial services industry, Damien’s experience spans operations, claims and underwriting, superannuation, investments, distribution, product, pricing and marketing. He was previously AIA Australia general manager for life insurance.

Kevin Davis

Professor of Finance Melbourne University

His primary research interests are in the areas of financial institutions and markets, financial engineering and corporate finance. Prior to his appointment at the University of Melbourne in 1987, he was a Senior Lecturer in Economics at the University of Adelaide.

Paul Moran

Financial Planner, Moran Howlett Financial Planning

Paul is a Certified Financial Planner (CFP) with industry experience dating back to 1995. He is a Principal Financial Planner with Paul Moran Financial Planning, an Authorised Representative of Moran Howlett Financial Planning Pty Ltd and has been a Lecturer with FINSIA and Kaplan for more than 11 years.

Graeme Mather

Head of Product and Distribution, Schroders

A senior executive with a track record in advising large investors and pension funds on business strategy, governance, investment strategy and product development. His passion is in creating investment solutions that deliver better investment outcomes for individuals and institutions.

John Daley

CEO, Grattan Institute

John has published extensively on economic reform priorities, budget policy, tax reform, housing affordability, and generational inequality. He graduated from the University of Oxford with a DPhil in public law after completing an LLB (Hons) and a BSc from the University of Melbourne in 1990.

Veronica Klaus

GM, Investment Consulting, Lonsec

As a senior member of the Investment Consulting team Veronica works closely with Head of Investment Consulting, Lukasz de Pourbaix, and the broader Investment Consulting team to provide portfolio construction advice and deliver tailored consulting services.

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Upcoming Events

 
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    September 13 - September 14
  2. Superannuation Fund Risk Forum

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    October 17 @ 8:00 am - October 19 @ 5:00 pm
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